{"id":30481,"date":"2026-08-24T09:52:15","date_gmt":"2026-08-24T09:52:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30481"},"modified":"2026-08-24T10:10:16","modified_gmt":"2026-08-24T10:10:16","slug":"sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/","title":{"rendered":"Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid"},"content":{"rendered":"\n<p><strong>Access Sage 300 Item History Directly from Sage CRM<\/strong><\/p>\n\n\n\n<p>Businesses using <strong>Sage CRM and Sage 300<\/strong> often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales transactions.<\/p>\n\n\n\n<p>To address this challenge, we developed a customized <strong>Sage CRM Item History Kendo Grid<\/strong> that brings relevant transaction information from Sage 300 directly into Sage CRM.<\/p>\n\n\n\n<p>The solution allows users to view and analyze item history at both the <strong>Find level and Company level<\/strong>, providing a more connected and efficient way to access customer transaction information.<\/p>\n\n\n\n<p><strong>The Business Challenge<\/strong><\/p>\n\n\n\n<p>Customer purchasing history is valuable information for sales and customer service teams. However, when this information resides in a separate ERP system, users may need to leave Sage CRM and search through Sage 300 to find the required details.<\/p>\n\n\n\n<p>This can become particularly challenging when users need to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Find a specific invoice.<\/li>\n\n\n\n<li>Search for a particular item or product.<\/li>\n\n\n\n<li>Review historical transactions.<\/li>\n\n\n\n<li>Check quantities associated with an item.<\/li>\n\n\n\n<li>Analyze a customer&#8217;s purchasing history.<\/li>\n\n\n\n<li>Search transactions across a specific period.<\/li>\n<\/ul>\n\n\n\n<p>Manually switching between Sage CRM and Sage 300 can add unnecessary steps to everyday workflows. The goal was to make this information available <strong>within Sage CRM<\/strong>, without requiring users to navigate away from the CRM.<\/p>\n\n\n\n<p><strong>Our Solution: Sage CRM Item History Kendo Grid<\/strong><\/p>\n\n\n\n<p>We customized Sage CRM with an interactive <strong>Kendo Grid<\/strong> that displays relevant Item History information from Sage 300. The grid provides users with a structured and easy-to-use interface for searching and analyzing transaction data. Instead of accessing Sage 300 separately, users can review relevant item and transaction information directly within their Sage CRM workflow.<\/p>\n\n\n\n<p>The Item History functionality is available in two key areas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Find Level<\/strong><\/li>\n\n\n\n<li><strong>Company Level<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Item History at the Find Level<\/strong><\/p>\n\n\n\n<p>At the <strong>Find level<\/strong>, users can search Item History across customers and transactions, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invoice details<\/li>\n\n\n\n<li>Item codes<\/li>\n\n\n\n<li>Product descriptions<\/li>\n\n\n\n<li>Customer transactions<\/li>\n\n\n\n<li>Date-range history<\/li>\n<\/ul>\n\n\n\n<p>The Kendo Grid supports filtering, sorting, and pagination, making large datasets easier to search and analyze.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"458\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-1024x458.png\" alt=\"Item History Grid Find (Global) level\" class=\"wp-image-30482\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-1024x458.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-300x134.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-768x343.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-660x295.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5.png 1154w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Item History at the Company Level<\/strong><\/p>\n\n\n\n<p>The Item History Grid is also available within the <strong>Company level<\/strong> in Sage CRM. Users can view a customer&#8217;s purchasing and transaction history directly from the company record without opening Sage 300.<\/p>\n\n\n\n<p>This is useful for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reviewing previous purchases<\/li>\n\n\n\n<li>Preparing for customer meetings<\/li>\n\n\n\n<li>Responding to transaction questions<\/li>\n\n\n\n<li>Identifying purchasing patterns.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"439\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6-1024x439.png\" alt=\"Item History Grid Company level\" class=\"wp-image-30483\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6-1024x439.png 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6-300x129.png 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6-768x329.png 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6-660x283.png 660w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-6.png 1154w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The customization helps bridge the gap between CRM and ERP data by making relevant Sage 300 transaction information available within Sage CRM. Rather than treating customer relationship information and transaction history as separate datasets, users can access both as part of a more unified workflow. This can help sales, customer service, and management teams work with a more complete view of customer activity.<\/p>\n\n\n\n<p>The <strong>Sage CRM Item History Kendo Grid integrated with Sage 300<\/strong> provides users with convenient access to item and transaction history directly within Sage CRM. With functionality available at both the Find and Company levels, users can quickly search, filter, sort, and review relevant transaction information.<\/p>\n\n\n\n<p>By reducing application switching and bringing valuable Sage 300 data into Sage CRM, this customization helps improve productivity, enhance customer service, and provide sales teams with a more complete view of customer purchasing activity.<\/p>\n\n\n\n<p><strong>The result is a more connected Sage CRM experience where customer relationships and transaction history come together in one place.<\/strong><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4206,192,4657,327,328,329],"tags":[793,4796,1258,1286,1435,1980,2010,4795],"class_list":["post-30481","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","category-sage-100","category-sage-300","category-sage-300-erp","category-sage-300-erp-2012","tag-crm","tag-gumu-addon","tag-gumu-integration","tag-gumumas","tag-integration","tag-sage-300","tag-sage-crm","tag-sage-crm-sage-300-oe-addon"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales\u2026 Read More &raquo;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-24T09:52:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-08-24T10:10:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1154\" \/>\n\t<meta property=\"og:image:height\" content=\"516\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\",\"name\":\"Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5-1024x458.png\",\"datePublished\":\"2026-08-24T09:52:15+00:00\",\"dateModified\":\"2026-08-24T10:10:16+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/08\/image-5.png\",\"width\":1154,\"height\":516},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/08\/24\/sage-crm-item-history-bringing-sage-300-transactions-into-a-kendo-grid\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sage CRM Item History: Bringing Sage 300 Transactions into a Kendo Grid\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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